PWM

Provident Wealth Management Portfolio holdings

AUM $331M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.26M
3 +$1.61M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.08M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$753K

Sector Composition

1 Industrials 1.32%
2 Consumer Discretionary 1.07%
3 Technology 0.92%
4 Consumer Staples 0.65%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-607
77
-41,959
78
-664
79
-59,444